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  • Walnut Creek 925-962-5600 | Santa Rosa 707-524-6131
Our Mission

Realizing Hopes & Dreams

Everyone wants to have enough money to live well, but what do you really want to achieve with your wealth? What are your hopes and dreams?

Learn about our mission

Our Services

Advice & Strategy

At ZRC Wealth Management our goal is to provide sound financial advice and long-term strategies to help you manage and grow your wealth.

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Our Team

Who We Are

We invite you to learn more about our background and experience, and welcome you to sit down with us for a meeting to get to know us in person.

Meet our team

What are Your Hopes and Dreams?

We are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible.

We provide personalized strategies that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

In order to help you maximize your potential for success in all areas of your financial life, we take a comprehensive approach. We focus on trying to enhance the security of our clients’ accumulated wealth during their lifetimes and beyond.

As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected…and unexpected. We work as your partner, providing you with counsel on an ongoing basis.

Above all, we are committed to helping our clients make smart decisions about their wealth so that it can do as much good as possible for those you care most about.

Get in touch with us to schedule a meeting

 
 

“ZRC Wealth Management is unique because the client is the focus of our attention. They come first in everything we do and solutions are centered around them.”

— Barry Mendelson, CFPFinancial Advisor & Managing Partner

grouphome

From left to right: Barry Mendelson, Rick Clarke, Ryan Kosakura, John Davis.